Being an Independent Advisor that specializes working with families allows me to place my clients needs and the planning process first. After I have an understanding of your needs, your goals and objectives, I can then piece together your plan with the best products and services from various financial and insurance companies. This allows me to act in my clients best interest, provide custom financial solutions and my clients can trust that my recommendations are based on THEIR needs.
2100 Thurston Drive, Ottawa, ON, Canada
2100 Thurston Drive Ottawa Ontario K1G 4K8 CA